Included in Growth+
Data-driven decisions, not gut feelings
See the numbers that drive your business
Revenue by service type, close rates by salesperson, seasonal trends — all updated in real time, all in one place.
25+
Reports available
Live
Real-time data
10x faster
Decision speed
HOW IT WORKS
Reporting & Dashboards that makes a difference
Pre-built dashboards
Revenue, jobs completed, average ticket, close rate, and more — ready out of the box. No setup required.
Custom reports
Build reports on any metric combination. Filter by date, service type, tech, source, or customer segment.
Scheduled reports
Get your key metrics emailed every morning, week, or month. Start every day knowing where you stand.
Trend analysis
Compare this month to last month, this year to last year. Spot trends before they become problems.
“I start every morning with the dashboard email. Revenue, jobs completed, close rate — I know exactly where we stand.”
Sandra G. · CEO, ComfortZone HVAC
Ready to try Reporting & Dashboards?
Start your free trial today — no credit card required.
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